Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Podcast: 10 Minutes About the A350F and the Impact on Boeing August 3, 2021
- Boeing’s apparent shifting product strategy August 2, 2021
- Pontifications: Biden’s new “Buy American” policy may hit Lockheed Martin-Airbus plans to compete in KC-Y tanker bid August 2, 2021
- Bjorn’s Corner: The challenges of airliner development. Part 14. The ATO. July 30, 2021
- Airbus delivers strong 1H2021 and launches A350 Freighter July 29, 2021
Major upcoming carrier re-fleetings
Subscription Required By Vincent Valery Introduction July 26, 2021, © Leeham News: As passenger traffic in the USA recovers, carriers’ operating cash flow turned consistently positive. With increased confidence in a sustainable passenger recovery, some airlines started ordering… Read More
United orders 200 Boeing 737 MAXes, 70 Airbus A321neos
By the Leeham News Team June 29, 2021, © Leeham News: United Airlines today announced its order for 200 Boeing 737 MAXes and 70 Airbus A321neos. The size and split of the order were first reported by Airfinance… Read More
Diverging financial fortunes for Airlines and Lessors
Subscription Required By Vincent Valery Introduction Air Lease Corporation A321 XLR Rendering Credit: Airbus April 5, 2021, © Leeham News: Most airlines and lessors that publish their financial results publicly have done so for 2020. The COVID-19 pandemic… Read More
Airbus trails Boeing in US in-service airplanes but leads with backlog
Subscription Required By Scott Hamilton Introduction March 29, 2021, © Leeham News: As airlines across the global struggle to recover from the COVID-19 pandemic, Airbus faces a weakened Boeing. Some might argue Airbus has the advantage over Boeing,… Read More
HOTR: What Delta and Qatar Airways have in common
By the Leeham News team Oct. 6, 2020, © Leeham News: Apart from a few exceptions, airlines have had to take steep losses since the beginning of the COVID-19. The pain is compounded for two major airlines: Delta… Read More
A lost decade for aircraft manufacturers, suppliers
Subscription Required Now open to all Readers Introduction By Judson Rollins, Bjorn Fehrm & Scott Hamilton Sept. 21, 2020, © Leeham News: Commercial aviation is facing a lost decade due to COVID. Yes, most forecasts target 2024-2025 as… Read More
Restoring capacity with the A330ceo or A330neo, Part 3
Subscription Required By Vincent Valery Introduction July 2nd, 2020, © Leeham News: In the previous section, we saw that low lease rates on Airbus A330-200s could hurt demand for the newer and more fuel-efficient A330-800. Sell-lease back transactions… Read More
Better to bring capacity back with a 777X or 777-300ER
Subscription Required By Vincent Valery Introduction April 30, 2020, © Leeham News: The travel restrictions implemented in the aftermath of the COVID-19 outbreak lead to an unprecedented collapse in global passenger traffic. These travel restrictions should remain in… Read More
Restarting credit markets
Subscription Required By Vincent Valery Introduction April 13, 2020, © Leeham News: Companies across the globe moved quickly to draw down credit facilities or arrange new debt to get through the economic disasters brought on by COVID-19, the… Read More